How often should an investments manager be in touch?
August 10th, 2008 | by admin |motomanmatt asked:
I use a financial planner, and he manages my investments – $140,000 in stocks and mutual funds. Over the course of a year how often should he be in touch?
I use a financial planner, and he manages my investments – $140,000 in stocks and mutual funds. Over the course of a year how often should he be in touch?
One Response to “How often should an investments manager be in touch?”
By chequemate on Aug 12, 2008 | Reply
Once a month to go over your statement unless something new developes with your stocks